Understanding Roles and Permissions.

In Proptia, property managers can customize roles and permissions for non-resident users, allowing control over their experience in the platform. Follow the steps below to manage and configure roles and permissions.

Steps to Manage Roles:

1. Log in to Proptia:
   • Access your Proptia account using your property manager credentials.
2. Navigate to Roles:
   • Go to Organization Settings and select Roles.
   • This will display a list of all existing roles created for your community.
3. Add a New Role:
   • To add a new role, click Add.
   • Fill out the form and click Save to create the new role.

Steps to Manage Permissions for a Role:

1. Navigate to Permissions:
   • After creating a role, go to Permissions to configure permissions for that role.
2. Select Organization and Role:
   • Choose your organization and the role you want to modify.
   • Click Search to bring up the available permissions for that role.
3. Configure Permissions:
   • Click on the plus (+) icon to expand each section.
   • Choose how you want the user to interact with the different areas of Proptia. You have several options, including:
     • Edit: Full access to make changes.
     • None: No access to view or interact with that section.
4. Automatic Changes:
   • Once you make your selections, changes are applied automatically. There is no need to click Save.

This guide helps property managers efficiently manage roles and permissions for non-resident users in Proptia. For additional support, contact your Proptia dealer.